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HES

Hess

Delisted

HES was delisted on the 17th of July, 2025.

466 hedge funds and large institutions have $13.4B invested in Hess in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $9.03B → $13.4B (+$4.41B)

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

1% less funds holding

Funds holding: 473466 (-7)

4.15% less ownership

Funds ownership: 88.89%84.75% (-4.1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less call options, than puts

Call options by funds: $185M | Put options by funds: $259M

35% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 205

Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
55
Increased
134
Reduced
205
Closed
60
Calls
$185M
Puts
$259M
Net Calls
-$74.4M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
376
CKW Financial Group
Hawaii
$55K +$13.7K +300 +38%
SSB
377
Sandy Spring Bank
Maryland
$52K
MHR
378
Matthew Hamilton Rosenberg
$51K
AA
379
Ancora Advisors
Ohio
$50K -$63.4K -1,384 -59%
CFA
380
Carroll Financial Associates
North Carolina
$50K
VC
381
Veracity Capital
Georgia
$47K +$2.01M +43,953 New
HIA
382
Harbor Investment Advisory
Maryland
$46K
IA
383
IndexIQ Advisors
New York
$46K +$9.89K +216 +32%
PWMG
384
Prestige Wealth Management Group
New Jersey
$45K
OPS
385
Orion Portfolio Solutions
Nebraska
$43K -$11.3K -246 -23%
QCG
386
Quadrant Capital Group
Ohio
$41K +$6K +131 +20%
SF
387
Synovus Financial
Georgia
$38K -$27.1K -593 -44%
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$38K +$458 +10 +1%
VFA
389
Valeo Financial Advisors
Indiana
$33K +$916 +20 +3%
CT
390
Caldwell Trust
Florida
$31.1K
TCOV
391
Trust Company of Vermont
Vermont
$31K
CAN
392
Cetera Advisor Networks
California
$30K +$26.6K +582 New
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$28K +$22.2K +484 +733%
O
394
Ossiam
France
$27K +$1.69K +37 +8%
CFB
395
Cullen/Frost Bankers
Texas
$27K +$3.66K +80 +18%
FWM
396
Focused Wealth Management
New York
$26K
S
397
SignatureFD
Georgia
$25K -$27.5K -600 -55%
APA
398
American Portfolios Advisors
New York
$24.7K +$46 +1 +0.2%
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
BCA
400
Berman Capital Advisors
Georgia
$23K -$6.32K -138 -23%

HES Hedge Fund Activity: Q2 2020 in Review

466 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2020, worth a combined $13.4B — up 49% from $9.03B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HES and 55 opened new positions — a net loss of 5 holders — while 205 trimmed existing stakes and 134 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $119M.

  • 466 institutional investors held Hess (HES) as of Q2 2020, down from 473 in Q1 2020.
  • Funds reported $13.4B of Hess stock for Q2 2020, up 49% quarter-over-quarter.
  • 55 funds opened new Hess positions in Q2 2020 and 60 closed out, a net change of -5 holders.
  • The largest Hess buyer in Q2 2020 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Hess seller in Q2 2020 was Fidelity Investments, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2020.